Jeremy Todd Zeichner

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Charles Schwab & Co., Inc.
  Bloomington, IN
• 12/2013 → Present
  Zeichner Holdings Inc.
  Bloomington, IN

Previous Registrations

• 2009-10-01 → 2013-07-05
  Tiaa-Cref Individual & Institutional Services, Llc
  Bloomington, IN
• 2004-04-21 → 2009-06-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
  Sarasota, FL
• 2004-03-17 → 2004-04-07
  Bb&T Investment Services, Inc.
  Charlotte, NC

Other Businesses

1) Zeichner Holdings Inc | Investment Related:No|1155 S College Mall Road, Suite D|Bloomington|IN|47401|US|Financial Services|Owner|1/1/2014|Less than 20|0|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-19
• S63 Uniform Securities Agent State Law Examination
  2001-03-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant